Fir Tree Capital Management’s SM Energy SM Stock Holding History

Fir Tree Capital Management’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-550,880	Closed	-$9.63M	–	60
2019 Q1	$9.63M	Hold	550,880	–	–	0.82%	27
2018 Q4	$8.53M	Hold	550,880	–	–	0.6%	34
2018 Q3	$17.4M	Sell	550,880 -3,894,042	-88%	-$112M	0.93%	28
2018 Q2	$114M	Buy	4,444,922 +440,363	+11%	+$10.3M	5.09%	7
2018 Q1	$72.2M	Hold	4,004,559	–	–	2.98%	12
2017 Q4	$88.4M	Sell	4,004,559 -694,841	-15%	-$14M	2.38%	15
2017 Q3	$83.4M	Buy	4,699,400 +1,348,682	+40%	+$21.1M	2.38%	13
2017 Q2	$55.4M	Buy	+3,350,718	New	+$66.5M	1.67%	17

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fir Tree Capital Management's SM Position: Q2 2019 in Review

Fir Tree Capital Management sold out of SM Energy (SM) in Q2 2019, closing a stake of 550,880 shares — an estimated $9.63M sold.

Fir Tree Capital Management first reported a position in SM in Q2 2017 and held it in 8 quarters. The position peaked at $114M in Q2 2018. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

Fir Tree Capital Management reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
Fir Tree Capital Management sold 550,880 SM Energy shares in Q2 2019, an estimated $9.63M.
Fir Tree Capital Management first reported a position in SM Energy in Q2 2017 and held it in 8 quarters.
Fir Tree Capital Management's SM Energy position peaked at $114M in Q2 2018.
230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Fir Tree Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.